Avsnitt
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As tech sees a new leader in profitability, the AI trade is facing its first real test. We're watching whether support holds in the greater market while looking at a bullish setup for an innovative AI leader and a defensive growth play in a consumer staples company.
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Options Disclosure Document
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The CPI print came out hotter than expected, with much of the increase driven by energy costs and the war in the Middle East. Despite the headwind, rotation under the surface indicates we may be seeing healthy consolidation in the markets and the long-term upward trend for equities remains intact. Against that macro backdrop, Tony shares bullish opportunities in energy and industrials.
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Options Disclosure Document
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Saknas det avsnitt?
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The markets continue to print more all-time highs, but signs of weakness continue to emerge and the Strait of Hormuz remains closed. As the momentum of chips and AI infrastructure sustain the rally, Tony shares two trades in major tech companies at the center of that surge.
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Options Disclosure Document
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As the rally continues, cracks are emerging. With a hotter-than-expected inflation print and overbought signals, it may be time for caution despite the upward trend. With that macro backdrop, Tony shares a potential hedge on the S&P 500 and a bullish trade in global ecommerce.
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Options Disclosure Document
